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Actionable Reports

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      • Integration Requests
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Customer Report by Note and Flag content
Would like to be able to run a report that searches for customers with "XYZ" in the content of flags or notes on their page.
1
·

under review

Club Membership Signup by Date
Bi weekly report of club sign ups with customer information for payroll.
1
·

under review

Club Memberships on Hold
This report seems to include anyone who was ever on-hold rather than just those who are currently on-hold. When I reveiw my Club membership list, I only have 17 on-hold, but the report shows 67. I checked a couple of customers and the people had cancelled after a period of being on-hold.
1
·

under review

Sales report for each quarter for each channel from years 2019-2015
1
·

under review

Declined Transaction Report
We are looking for a way to pull record of the credit cards that are decline when running our club orders.
1
·

under review

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